How to perfect your firm’s tax workflow: A quick guide from Rachel Fisch of Realty Tax


Is perfection achievable for your firm’s tax workflows?

Maybe, maybe not. But with the right approach, you can make sure that they are as effective as they can be, with no missed deadlines due to process mishaps. 

How can you get there?

In this video, Rachel Fisch, Principal at Realty Tax, and Joe Carufe, Karbon’s Director of Services, showcase best practices for building the ideal tax workflows.

You'll learn how to:

  • Identify and map your workflows

  • Standardize your processes and workflows

  • Ensure accountability in each step of your workflow

  • Automate your tax workflows

  • Continuously improve

Download the presentation slides.